Symmetry Peak Management’s Zscaler ZS Stock Holding History

Symmetry Peak Management’s Portfolio ZS Stock Details ZS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Hold	0	–	–	–	263
2025 Q2	–	Hold	0	–	–	–	165
2023 Q4	–	Sell	-2,000	Closed	-$311K	–	254
2023 Q3	$311K	Sell	2,000 -1,600	-44%	-$240K	1.95%	69
2023 Q2	$527K	Buy	+3,600	New	+$440K	1.11%	69
2020 Q1	–	Hold	0	–	–	–	167
2019 Q4	–	Hold	0	–	–	–	241
2019 Q2	–	Sell	-3,150	Closed	-$223K	–	265
2019 Q1	$223K	Buy	+3,150	New	+$167K	0.46%	148
2018 Q4	–	Sell	-2,500	Closed	-$102K	–	166
2018 Q3	$102K	Sell	2,500 -7,500	-75%	-$303K	0.15%	136
2018 Q2	$358K	Buy	+10,000	New	+$305K	0.83%	98

Other funds holding ZS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return